Talk directly with our co-founders to see how we can take your business to the next level.
Get Contracted
Complete this form to gain access to our technology, marketing, training, support, and compliance solutions. We'll walk you through our simple onboarding process.
We’ll help you incorporate new systems, technology, and marketing techniques to increase your bottom-line.
849
Agents Contracted
72
Agencies
576
Carriers
42
Custom Software Apps
Technology
It is VITAL that Agents have the best and most efficient tools available to run their business. Our technology systems were built in-house FOR agents BY agents to increase your efficiency.
Educate prospects the right way for industry leading persistency
Marketing
The #1 bottleneck for new and veteran agents alike is getting in front of new clients. At Compass, we help you outline a personalized marketing plan so that you can keep your pipeline full.
Our life marketing systems help you integrate life into all other lines of business.
Systems that will help you cross sell life to a large majority of your clients
State-of-the-art studio for professional content creation
Automated cross-selling campaigns
Training
Carriers often say that Compass provides the best training in the industry. We train our agents on everything from legislation changes to product updates.
Our Life Director, Marketing Directors, contracting team, and overall staff are ready and eager to help agents with their questions
End to end support from application submission to case approval
Our Life Support team will take over after the sale has been made. Take the application, schedule the paramed, oversee case management, and then pass it back to the agent once the case have been approved
We can without question help you cross-sell sell more life!!
Compliance
Protect your book of clients and your livelihood by conducting your business compliantly.
Systems to ensure agents stay compliant and protected
Compliance training and best practices
Take your business to the next level.
All agencies and agents have bottlenecks slowing their growth and we help YOU find the solution. The systems we’ve developed and refined over the years will make you more efficient and help grow your business.
Bottom-line: we’ll help you get more done in less time!
Don't take our word for it.
Hear from the agents and agency owners who have experienced massive growth.
Our Carriers
Contract with over 100 of the top carriers in the nation!
See what our carriers say about us.
Endorsements from the biggest names in the industry.
Custom Technology Platforms
We don’t piece together out of the box solutions. We have an end to end, proprietary solution for every line of business.
Our technology will help you become more efficient and automate daily, monotonous tasks, so you can focus on what you do best - supporting your clients at the highest level!
Our calendar is full of COMPASS trainings - we don’t cut corners and solely rely on carrier trainings. Our most valuable trainings are conducted by our top agents and line of business directors.
Our trainers are actively working in the field, so they have up to date knowledge on the industry and best practices.
